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As a FOR Generalist, you would primarily be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) identify services and resources (offered by teams across the firm) that would the address the complex needs of their UHNW Clients Managing the end-to-end PWA/FA and Client experience of FOR resources Coordinating comprehensive and integrated […]

Responsibilities: Lead delivery of complex Sage Intacct implementations designed for family offices with diverse needs, such as trust accounting, entity roll-ups, philanthropic tracking, and alternative investment reporting. Oversee discovery, solution design, and configuration of Intacct modules to support family office-specific use cases like expense allocations across entities, aggregated reporting, and performance measurement. Serve as senior […]

Full Job Description Position: Family Office Accountant Family: Confidential Location: Santa Barbara, California Compensation: $80,000 – $120,000 / year Hours: 20 – 40 hrs. / week (in office, dependent on need/cycle) Overview We are seeking an experienced Accountant to manage and oversee the accounting and financial operations for a high-net-worth family and their diverse interests. […]

Responsibilities Assist with maintaining annual tax organizers and communicating this data to tax advisors.Assist with gathering and organizing quarterly income tax data for estimated tax payments.Track and coordinate delivery of notices from IRS and other jurisdictions to tax accountants.Perform monthly cash reconciliations of multiple bank accounts for Managing Directors.Manage the organization, tracking, and secure storage […]

What Work You Will be Responsible For: Develops and leads training for Family Office department personnel and actively participates in the supervision, training, and development of less experienced staff. Is the primary contact person for clients and their professional contacts. Responsible for meeting the various demands of the client. Responsible for the accurateness and timeliness […]

About the job CLIENT Located in the SF Bay Area, our client family (“Family”) has a well-established single-family office owned and operated solely for members of an ultra-high-net worth, multi-generational family. Current leadership has been serving the Family for over 18 years. The Family’s wealth is the result of a prior highly successful business enterprise, […]

About the job The Global Family Office Group (“the Group”) is a global strategic segment anchored within Citi Wealth. The Group works in close partnership with regional coverage and product partners, coordinating Wealth’s engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of sophisticated private clients with an […]

Accordant Global Partners is a boutique Risk Management & Security Advisory firm, we act as your Outsourced Family Office Chief Security Officer, safeguarding your family.

Join a dynamic family office supporting the personal and business affairs of a high-net-worth family. As a Junior Family Office Assistant, you will play a key role in providing administrative and operational support, ensuring the smooth running of daily activities and helping to coordinate a variety of tasks for family members and their business interests. […]

What are values? Values are guiding principles that influence an individual’s or group’s behaviour, decisions, sense of purpose and what they consider acceptable or important. And why do advisers who work for HNW and UHNW clients need to pay attention to their clients’ values? If they don’t already recognise why this is important and proactively […]